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| OATH Planning LLC
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|
|---|---|
| CRD # | 299187 |
| SEC # | 801-128168 |
| CIK # | 0002109944 |
| AUM | $284.7 M (2026-02-03) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 888-534-4330 |
| Address | 1214 East 33rd Street Tulsa, OK 74105 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PNC Financial Services Group Inc | 3.2 | ||
| Heico Corp | 1.6 | ||
| SPDR Gold Trust | 1.3 | ||
| Nvidia Corp | 1.0 | ||
| Apple Inc | 0.6 | ||
| International Business Machines Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 161.6 |
| (b) Individuals (high net worth individuals) | 58 | 123.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,104 | 284.7 |
| By Discretionary | ||
| Discretionary | 1,104 | 284.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,104 | 284.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.7 | |
| Total | 1,104 | 284.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109944] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oaktrust Wealth Advisors LLC
✚
|
0.3 | |
|
Tencap Wealth Coaching LLC
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|
UT | 0.3 |
|
Capital Financial Planners LLC
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|
OR | 0.3 |
|
Oak Advisors LLC
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|
SC | 0.3 |
|
Open Window Financial Solutions Ltd
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|
NV | 0.3 |
|
Benningfield Financial Advisors LLC
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|
CA | 0.3 |
|
Paul J Glashofer Enterprises Inc
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|
0.3 | |
|
The Foundry Financial Group Inc
✚
|
NH | 0.3 |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.3 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |